See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,653 | $76,738-87.4% | $56,411-82.9% | $145,922-93.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.75% | 2994.23%-2980.5pp | 1701.33%-1687.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,906 | $1,380+38.1% | $1,039+83.5% | $4,660-59.1% |
| Participant deferral / active EE | $3,578 | $2,623+36.4% | $1,952+83.3% | $6,688-46.5% |
| Admin fee / account holder | $63 | $3,334-98.1% | $2,829-97.8% | $13,397-99.5% |